See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,210 |
FID INV INST OPS CO3+ years Filed as: FID INVSMNTS INST OPRTNS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $10,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,856 | $88,122-17.3% | $141,162-48.4% | $67,579+7.8% |
| Participation rate | 38.6% | 76.5%-37.9pp | 82.5%-43.9pp | 71.3%-32.7pp |
| Annual return | 26.36% | 75.40%-49.0pp | 71.39%-45.0pp | 378.56%-352.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,837 | $5,958-52.4% | $6,709-57.7% | $3,539-19.8% |
| Admin fee / account holder | $81 | $131-38.2% | $10,261-99.2% | $142-43.2% |